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Dimensional Global Real Estate ETF

304 hedge funds and large institutions have $2.43B invested in Dimensional Global Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 195 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$18M
QFA
27
Quantum Financial Advisors
California
$17.3M
RCI
28
RS Crum Inc
California
$16.9M
IWM
29
Integris Wealth Management
California
$15.7M
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$15.3M
PWMG
31
Private Wealth Management Group
New Jersey
$15M
WMN
32
Wealth Management Nebraska
Nebraska
$14.9M
PCI
33
Planning Center Inc
Illinois
$14.5M
ACM
34
Aspen Capital Management
Idaho
$14.3M
LFA
35
Level Financial Advisors
New York
$14M
SSC
36
Syverson Strege & Co
Iowa
$12.6M
EAM
37
Evanson Asset Management
California
$11.9M
GWA
38
Geometric Wealth Advisors
District of Columbia
$11.2M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$11.1M
SFC
40
Sprinkle Financial Consultants
Colorado
$9.41M
BGWM
41
Bridge Generations Wealth Management
Florida
$9.19M
HNWA
42
Henrickson Nauta Wealth Advisors
Michigan
$9.15M
AIS
43
American Investment Services
Massachusetts
$8.84M
HI
44
Harbour Investments
Wisconsin
$8.71M
Citadel Advisors
45
Citadel Advisors
Florida
$8.59M
AC
46
Apella Capital
Connecticut
$8.55M
AC
47
AWM Capital
Arizona
$8.44M
XPN
48
XY Planning Network
Montana
$8.19M
VAS
49
Vestmark Advisory Solutions
Massachusetts
$7.91M
SIC
50
SJS Investment Consulting
Ohio
$7.87M